This is what i call an 'operational headache', not a strategic one.
I cant pass an opinion/view on BHP because i dont know how to value it.
However i can tell you that my strategic valuation if i could do one would be heavily influenced by the fact that they control tier 1 assets (only one of a few globally in the resource sector).
If my intrinsic valuation of BHP was at a certain price and an operational negative such as the above came into play that pushed the price down, i would be a strong buyer.
Why? because operational issues get fixed quickly, strategic problems are much harder to rectify.
Hope this helps.